Managing customer data has never been easier. With Relationship Management, valuable customer information is in a central, secure repository for quick accessing and sharing by all customer-facing and support personnel, providing a unified customer experience.
The Relationship Tracking module is the heart of C2CRM, providing users with information about companies and the people within these companies. All field names can be easily modified to the unique information requirements of the organization.
Activity Management provides users the ability to record workflow and view archived sales activities from customer communication to service-related issues. Users have the ability to enter personal tasks as well as assign tasks to others.
The Security/Team Management module provides a hierarchical security structure that is user-definable at every level of the application suite. Users can create multiple security profiles containing different managerial, technical, and sales resources and specifying degrees of document access - from reader only to full editor.
The C2CRM Mail and Calendar component provides unique integration capabilities with the Relationship Tracking, Activity Management and a user’s mail file to provide a common user interface and navigation tools of the C2CRM application.
The C2CRM Dashboard is your passage to C2CRM and beyond. With your personalized desktop view you can easily link to your calendar and e-mail; organize your favorite, most used views; and add personal photos. The C2CRM Customer Loyalty Portal is also your window to sharing information with supply chain partners and customers - customize their access based on who they are and what their relationship is with your organization.
